Forum Topics Strawman Meeting Guests
Slomo
Added a month ago

Vlad the COO at Dicker Data is all over the business and tends to front investors now that CEO David is Dubai based - https://www.linkedin.com/in/vladimir-mitnovetski-2bb20bb/

He'll be presenting the FY24 numbers at end Feb (DDR has a Dec EOFY) so would be great to get him on in March if at all possible?

Contacts - 1800 688 586 / [email protected]

A few on here seem bullish on Dicker Data including me, I've been doing some DD on the PC Refresh cycle as this is core to my thesis at current prices and will post some results on here when done.

Disc: Held

18

Karmast
Added a week ago

@Slomo - Hopefully Vlad will join a panel at the ASA Conference in Sydney in May, assuming he is willing to speak about the business around their AGM time. Fingers crossed @Strawman himself will be moderating this panel too!

11

Strawman
Added a week ago

I'm keen @Karmast

After the panel I'll try and post some highlights.

12

Slomo
Added a week ago

That would be a good get @Karmast. I'd be keen to attend if Vlad makes it, and @Strawman of course...

I just found the details online, been a while since I've attended one of these so will revisit closer.

https://members.australianshareholders.com.au/eventdetails/27905/investor-conference-2025-may-2025

12
Summer12
Added 2 months ago

Hi Andrew,

Would you mind reaching out to Acusensus Limited - ACE.

Directors / Senior management

  • Mr Ravin Mirchandani
  • Chair, Non Exec. Director
  • Mr Alexander Jannink
  • Managing Director, CEO


https://www.acusensus.com/

I have started to their products appear on South Australian roads.


198db7434e9a931f5de1ed37c9d75d18541d45.png


The three-year chart has been all over the place.

c58ba0011e2c9bf7c546df87c288f4de9e88aa.png


Receiving some local recognition.

430d8115a17a82420ce2eb4991bd8d7db6a11a.png



https://www.asx.com.au/markets/company/ace


https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02883483-2A1563289


d53639ef08e602cad2151b7c33e45a0c3108df.png

Disc - Do Not Hold.

Thanks for everything you do.

Happy New Year to you all.



15

Strawman
Added a month ago

Sorry i missed this @Summer12 -- i'll try and cpontact the CEO now and see what I can do.

3

Summer12
Added a month ago

All good - Seriously.

even you are entitled to a break.



9
GazD
Added 2 months ago

CSX - Cleanspace


Further to the input from @Wini @mushroompanda and @Rapstar this would seem like a very worthy interview.

invested already myself but always get a lot out of your interviews @Strawman

14
Nic123
Added 3 months ago

Jeff Booth ? The author of the price of tomorrow.

He opened my mined to bitcoin and explains it in a clear and easy to understand manner.


9